Service Relationship Manager

Job Title: Service Relationship Manager

Company Profile:

Ionic Wealth is a tech-led wealth platform that helps India's emerging affluent as well as HNIs & UHNIs make informed decisions and invest seamlessly. Based on analytics, data and tech, the platform enhances the productivity of investment specialists to provide client-first solutions and manage their wealth better.

With AngelOne as its strategic investor, Ionic Wealth aims to be at the forefront of the investment ecosystem addressing the needs of a growing HNI client segment and rapid digital adoption.

Led by Srikanth Subramanian, Ionic Wealth has been conceptualized along with Shobhit Mathur and Dharmendra Jain. Its Founding Team comprises domain experts from wealth management as well as from core technology and start-up experience. Currently present in five cities, the 150-member team continues to grow as Ionic Wealth expands its presence in India.

Role & responsibilities

Minimum 4-8 years of experience in wealth management, private banking, or related financial services.

Proven expertise in managing relationships with HNI and UHNI clients.

Strong knowledge of PMS, AIF, Bonds, and unlisted securities investment with hands-on experience in investment execution.

In-depth understanding of Mutual fund execution, including familiarity with cutoffs, exit loads, and the financial implications of transactions.

Experience in using execution platforms such as BSE Start, NSE, and other trading platforms.

Knowledge of Depository services, Broking accounts, and their operations, with an understanding of account setups, transactions, and related processes.

Strong follow-up skills with the ability to proactively check the status of ongoing processes, ensuring all client requests and transactions are completed on time.

Ability to manage multiple priorities and ensure timely completion of tasks, even in high-pressure situations.